CPA Growth Ceiling Assessment

CPA owners who get to 8 figures are not necessarily the ones who work the hardest. They are the ones who built a firm that does not depend on them to hold it together.

This assessment takes two minutes. It will show you exactly where your firm stands right now – and where the gaps are so you know where to best focus.

    1) Our stronger people are too often carrying weaker people.

    2) We have senior people, but not a real middle-management layer that consistently owns staff, accountability, and follow-through.

    3) Performance issues are not dealt with quickly or firmly enough.

    4) The client experience is too inconsistent depending on which staff member handles the work.

    5) Too much time is lost to rework, cleanup, correcting mistakes, or chasing things that should have been handled properly the first time.

    6) Too much of the firm still depends on unwritten knowledge rather than solid training systems and processes.

    7) I do not have enough time to focus on growth activities like hiring, business development, pricing, or improving the firm.

    8) I still do not fully trust that some important things will be handled well without my involvement.

    9) It is harder than it should be to retain staff.

    10) Part of me worries that growing the firm further would just create a bigger mess.

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